← Xero Accounting + Slack (legacy) integrations

Get Current User with Slack (legacy) API on New or updated contact from Xero Accounting API

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Trigger workflow on
New or updated contact from the Xero Accounting API
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Get Current User with the Slack (legacy) API
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Getting Started

This integration creates a workflow with a Xero Accounting trigger and Slack (legacy) action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New or updated contact trigger
    1. Connect your Xero Accounting account
    2. Select a Tenant ID
    3. Configure Polling interval
  3. Configure the Get Current User action
    1. Connect your Slack (legacy) account
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new notifications when you create a new or update existing contact
Version:0.0.4
Key:xero_accounting_api-new-updated-contact

Xero Accounting Overview

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Trigger Code

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import { formatJsonDate } from "../../common/util.mjs";
import xeroAccountingApi from "../../xero_accounting_api.app.mjs";

export default {
  key: "xero_accounting_api-new-updated-contact",
  name: "New or updated contact",
  description: "Emit new notifications when you create a new or update existing contact",
  version: "0.0.4",
  type: "source",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll Xero accounting API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
  },
  dedupe: "unique",
  async run() {
    let lastDateChecked = this.xeroAccountingApi.getLastDateChecked(this.db);

    if (!lastDateChecked) {
      lastDateChecked = new Date().toISOString();
      this.xeroAccountingApi.setLastDateChecked(this.db, lastDateChecked);
    }
    const contacts = (
      await this.xeroAccountingApi.getContact({
        tenantId: this.tenantId,
        modifiedSince: lastDateChecked,
      })
    )?.Contacts;
    contacts && contacts.reverse().forEach((contact) => {
      const formattedDate = formatJsonDate(contact.UpdatedDateUTC);
      this.xeroAccountingApi.setLastDateChecked(this.db, formattedDate);
      this.$emit(contact,
        {
          id: `${contact.ContactID}D${formattedDate || ""}`,
          summary: contact.Name,
        });
    });
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Xero AccountingxeroAccountingApiappThis component uses the Xero Accounting app.
Tenant IDtenantIdstringSelect a value from the drop down menu.
Polling intervaltimer$.interface.timer

Pipedream will poll Xero accounting API on this schedule

N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

Xero Accounting uses OAuth authentication. When you connect your Xero Accounting account, Pipedream will open a popup window where you can sign into Xero Accounting and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Xero Accounting API.

Pipedream requests the following authorization scopes when you connect your account:

offline_accessopenidprofileemailaccounting.transactionsaccounting.transactions.readaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

About Xero Accounting

Accounting Software

Action

Description:Retrieve comprehensive context about the authenticated Slack member, combining `auth.test`, `users.info`, `users.profile.get`, and `team.info` payloads. Returns the user’s profile (name variants, email, locale, timezone, status, admin flags), raw auth test data, and workspace metadata (domain, enterprise info, icons). Ideal when you need to confirm which user token is active, tailor messages to their locale/timezone, or ground an LLM in the member’s role and workspace before executing other Slack actions. [See Slack API docs](https://api.slack.com/methods/auth.test).
Version:0.0.1
Key:slack-get-current-user

Slack (legacy) Overview

The Pipedream app for Slack enables you to build event-driven workflows that interact with the Slack API. Once you authorize the app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream app for Slack is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

  • Automate posting updates to your team channels
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • And much more!

Action Code

import slack from "../../slack.app.mjs";

export default {
  key: "slack-get-current-user",
  name: "Get Current User",
  description: "Retrieve comprehensive context about the authenticated Slack member, combining `auth.test`, `users.info`, `users.profile.get`, and `team.info` payloads. Returns the user’s profile (name variants, email, locale, timezone, status, admin flags), raw auth test data, and workspace metadata (domain, enterprise info, icons). Ideal when you need to confirm which user token is active, tailor messages to their locale/timezone, or ground an LLM in the member’s role and workspace before executing other Slack actions. [See Slack API docs](https://api.slack.com/methods/auth.test).",
  version: "0.0.1",
  type: "action",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: true,
  },
  props: {
    slack,
  },
  async run({ $ }) {
    const authContext = await this.slack.authTest();

    const userId = authContext.user_id || authContext.user;
    if (!userId) {
      throw new Error(`Unable to determine user ID from auth context. Received: ${JSON.stringify(authContext)}`);
    }

    let userInfo;
    try {
      userInfo = await this.slack.usersInfo({
        user: userId,
        include_locale: true,
      });
    } catch (error) {
      // Gracefully degrade if scope not available
    }

    let userProfile;
    try {
      userProfile = await this.slack.getUserProfile({
        user: userId,
      });
    } catch (error) {
      // Gracefully degrade if scope not available
    }

    let teamInfo;
    try {
      teamInfo = await this.slack.getTeamInfo();
    } catch (error) {
      // Gracefully degrade if scope not available
    }

    const user = userInfo?.user;
    const profile = userProfile?.profile ?? user?.profile;
    const summaryName =
      profile?.real_name_normalized
      || profile?.display_name_normalized
      || authContext.user
      || userId;

    $.export("$summary", `Retrieved Slack user ${summaryName}`);

    return {
      authContext,
      user,
      profile,
      team: teamInfo?.team,
    };
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
Slack (legacy)slackappThis component uses the Slack (legacy) app.

Action Authentication

Slack (legacy) uses OAuth authentication. When you connect your Slack (legacy) account, Pipedream will open a popup window where you can sign into Slack (legacy) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Slack (legacy) API.

Pipedream requests the following authorization scopes when you connect your account:

channels:historychannels:readchannels:writeemoji:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writereactions:readreactions:writereminders:readreminders:writestars:readteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:userfiles:write:userfiles:readcommandsusers.profile:writeusers.profile:readsearch:read

About Slack (legacy)

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

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